Privacy Policy of Stone Pillars Wealth Management, LLC

Stone Pillars Wealth Management, LLC (“Stone Pillars,” “we,” or “us”) is dedicated to providing exceptional service while protecting the privacy of our clients’ non-public personal information. This Privacy Policy outlines the types of information we collect and our practices for safeguarding that information.

Information We Collect

The types of non-public personal information we may collect from clients depends on the nature of the engagement and may include:

• Personal financial details and account information provided by clients,
• Information regarding transactions between clients and third parties, and
• Information from consumer reporting agencies or other institutions related to our services.

Information Protection and Confidentiality

We treat all client information with the strictest confidence and employ procedures to protect clients’ non-public personal information. Access to client information is restricted to employees and agents who need it to deliver services, and our physical and digital environments are maintained to ensure a secure workspace.

Information Sharing and Disclosure

We do not disclose clients’ non-public personal information to non-affiliated third parties except as described in this Privacy Policy or as permitted by law. We may share information in the following cases:

• To complete transactions or manage accounts as directed by clients (e.g., with broker-dealers or custodians),
• To fulfill service requests (e.g., providing account access to third-party vendors such as Charles Schwab, Advyzon, or RightCapital),
• At the client’s request (e.g., sharing information with accountants or legal advisors),
• With contracted third parties who require this information to support client services (e.g., document management, reporting, or account aggregation),
• For regulatory or legal reasons if requested by applicable authorities.

Stone Pillars Wealth Management does not share clients’ non-public personal information with mailing list vendors, marketers, or any non-affiliates for joint marketing purposes.

Opt-Out Policy

If you prefer that we do not disclose certain non-public personal information to non-affiliated third parties providing services to you (e.g., certain reporting services), you may “opt-out” of those disclosures by contacting our Compliance Officer. You may exercise this right to opt out at any time by reaching us at jjordan@stonepillarswm.com.

Security of Client Information

We are committed to protecting client data with appropriate security measures, including encryption, secure storage, and regular data review procedures. Access to information is strictly limited to authorized personnel who require it for business purposes.

Record Retention

We retain client records for as long as necessary to maintain the client relationship and for the required retention period as determined by law. After this period, information is securely destroyed to ensure confidentiality.

Policy Updates

Stone Pillars Wealth Management may update this Privacy Policy as needed to reflect changes in our practices or relevant regulations. We provide a copy of this Privacy Policy to all new clients, and current clients are notified if the policy is amended.

For any questions regarding this Privacy Policy or to discuss our privacy practices, please contact us at jjordan@stonepillarswm.com.